• To change the tax-deductible status of several contributions that have already been posted, you may use the bulk-edit option.
• If you would like to change the tax-deductible status of the fund (so that the tax-deductible status of all contributions to the fund is updated) see How to change the tax-deductible status of a fund.
• If you have a posting in an open batch or are entering a new posting in that batch, you can also change the tax-deductible status of the record there. See How to change the tax-deductible status of a single contribution when adding postings to a batch.

1. Go to the Contributions page.
   • Using the Navigator Bar, select Contributions.
     -or-
   • Using the Contributions Card, select Year, or the correct option (Today, Week, Month) that includes the contribution dates of the record you want to edit.
2. Search for the contribution.
3. Once you have found the contribution you need to change, click it to open the record.
4. In the lower-left of the page, you will see the option for Tax Deductible. Change the current status by clicking on that check-box. If you want the record to be tax-deductible, the box should be marked. If you do not want the record to be tax-deductible, the box should not be marked.
   
5. Click the save button in the top-right of the page.

Updated October 22, 2025 14:25